Revance Therapeutics Inc (RVNC)

[iwfal]

Repairing an injector relationship takes that injector losing 3 or 4 regular patients to another practice who is offering Daxi (2 Daxi units to 1 Botox) at the SAME price as Botox or any other toxin and their patients are getting double the duration of Botox or Jeaveau .

So far I’ve seen nothing to indicate Daxi injectors are actually passing savings on to customers (yet). Eg Soma actually posted something along these lines - customers pay same price per year (but more per injection treatment) and come in for fewer visits. Injector keeps the saved $.

Sure, coming in less frequently is a pull to customers, but probably much weaker than price? Especially since the early promises often didn’t pan out.

Note: the huge advantage of allowing practices to advertise is it inevitably will force practices to pass some of the Daxi savings on to customers and this, obviously, will force non-Daxi injectors to switch.